Unclaimed
Jay Louis Burmaster is a financial advisor at Truist Advisory Services, Inc. He is registered with FINRA and the Securities and Exchange Commission as well as in several states to provide investment advice and brokerage services. Jay's experience in the financial services industry dates back to 1997, starting with Olde Discount Corporation in Detroit, Michigan. After holding positions with several firms, he joined Scott & Stringfellow, LLC in Alexandria, Virginia. In 2013, he moved to BB&T Securities, LLC and continued to provide financial services. Jay's current position at Truist Advisory Services, Inc. allows him to offer a range of services including financial planning, portfolio management for businesses and individuals, and other financial services. He holds the Series 7, 31, 52, and 65 licenses, as well as the SIE certification. His extensive experience and credentials demonstrate his commitment to providing comprehensive financial solutions to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
03/02/2021 - Present
Truist Advisory Services, Inc. (ALEXANDRIA VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
11/06/2009 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (ALEXANDRIA VA)
VA
04/18/2005 - 11/11/2009
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
NJ
12/17/2002 - 04/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CT
01/17/2001 - 12/16/2002
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
MD
06/24/2002 - 08/08/2002
MONUMENT DISTRIBUTORS, INC. (KENSINGTON MD)
NY
09/01/1998 - 01/16/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MA
08/10/1998 - 12/09/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MI
08/06/1997 - 07/08/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 9/8/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/9/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 8/4/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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